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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,846 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,945 |
RETIREMENT SOLUTION GROUP2 years Service code 15 · EIN 20-2668095 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,729 | $65,376-14.8% | $87,104-36.0% | $65,185-14.5% |
| Participation rate | 60.4% | 75.3%-15.0pp | 76.9%-16.5pp | 70.2%-9.8pp |
| Annual return | 10.79% | 31.27%-20.5pp | 28.19%-17.4pp | 29.38%-18.6pp |
| Employer contribution / active EE | $287 | $1,822-84.3% | $2,521-88.6% | $2,177-86.8% |
| Participant deferral / active EE | $1,912 | $3,388-43.6% | $4,048-52.8% | $3,514-45.6% |
| Admin fee / account holder | $300 | $520-42.2% | $7,491-96.0% | $847-64.6% |